Colleen Soares (CFP®, CPA®)

Colleen Soares focuses in the
following client markets or areas of practice:

  • Business Owners
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Retirement Planning & Distribution Rules
  • Tax Planning

Additional Information

Website Address: www.soaresfinancial.com

NAPFA Start Date

September 22, 2003

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This Office

2033 1st St Napa, CA 94559-2348 Phone: (707) 225-6900 Fax: (707) 255-5373